Institutions / WHI TRUST Co LLC
WHI TRUST Co LLC
CIK 2013902 · Institution · as of Dec 31, 2025
Portfolio value
$129.75M
Positions
94
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 94 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Core US Aggregate Bond Fund | $37.11M | 28.6% |
| iShares MSCI Acwi Ex U.S. ETF | $35.46M | 27.3% |
| iShares Core S&P 500 ETF | $27.24M | 21.0% |
| iShares Tr Barclays 7 10 Yr | $7.05M | 5.4% |
| iShares Russell 3000 Index Fund | $6.83M | 5.3% |
| iShares Trust 1-3 Year Treasury Bond ETF | $1.86M | 1.4% |
| iShares MSCI Acwi | $1.71M | 1.3% |
| iShares MSCI Kld 400 Social Index Fund ETF | $1.58M | 1.2% |
| iShares MSCI USA ESG Select ETF | $1.39M | 1.1% |
| Microsoft Corp | $1.18M | 0.9% |
| Kalaris Therapeutics, Inc.KLRS | $822.8K | 0.6% |
| Apple Inc. | $679.4K | 0.5% |
| Travelers Companies, Inc. | $644.5K | 0.5% |
| iShares MSCI Eafe Index Fd | $520.5K | 0.4% |
| Accenture plc | $348.8K | 0.3% |
| Invesco Qqq Trust | $307.2K | 0.2% |
| S&P Depository Receipts | $296.6K | 0.2% |
| 3M Co | $276.0K | 0.2% |
| Shake Shack Inc. | $266.6K | 0.2% |
| Amgen Inc | $261.8K | 0.2% |
| The Boeing Company | $238.8K | 0.2% |
| Texas Instruments Inc | $220.3K | 0.2% |
| Pepsico Inc | $215.3K | 0.2% |
| PROCTER & GAMBLE Co | $186.3K | 0.1% |
| Invesco Ftse Rafi US 1500 Small-Mid ETF | $140.9K | 0.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.